APMI

GROWAN

Investment Approach Details

₹8.51

(AUM CR)

PMS Provider Name

Axis Securities Ltd

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

24/06/2021

Age

3.10 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fee : 2.5% P:A Charged Quarterly

Variable Fees Structure

Fixed Fee : 15 % P:A charged Quarterly Hurdle Rate : 2.5 % Per Quarterly Profit Sharing : 20 %

Exit Load

1st Year 3 % 2nd Year 2 % 3rd Year 1 %

Purpose

The portfolio is designed to capitalize on high quality stocks, high performing sectors, and stocks having the potential to deliver higher earnings growth

Fund Manager Details


Nishit Shishir Master
Work Exp. NA
Email ID nishit.master@axissecurities.in
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

1.28